Why Is NetApp Stock Shooting Higher Today?
Why Is NetApp Stock Shooting Higher Today?
$NetApp (NTAP.US)$ shares are trading higher after the company reported third quarter FY24 results and issued FY24 adjusted EPS guidance above estimates.
$美国网存 (NTAP.US)$ 在该公司公布了24财年第三季度业绩并发布了高于预期的24财年调整后每股收益指引后，股价走高。
Net revenue rose 5% Y/Y to $1.61 billion, beating the consensus of $1.59 billion. Billings rose 7% Y/Y to $1.69 billion in the quarter.
净收入同比增长5％，至16.1亿美元，超过了市场预期的15.9亿美元。本季度账单同比增长7％，至16.9亿美元。
NetApp Public Cloud annualized revenue run rate (ARR) rose slightly to $608 million from $605 million a year ago. All-flash array ARR increased 21% Y/Y to $3.4 billion.
NetApp 公有云年化收入运行率（ARR）从去年同期的6.05亿美元小幅上升至6.08亿美元。全闪存阵列的年化收益率同比增长21％，达到34亿美元。
Adjusted EPS of $1.94, beating the consensus of $1.69.
调整后的每股收益为1.94美元，高于市场普遍的1.69美元。
As of third quarter FY24, cash, cash equivalents and investments stood at $2.92 billion.
截至24财年第三季度，现金、现金等价物和投资为29.2亿美元。
The company returned $203 million to stockholders through share repurchases and cash dividends.
该公司通过股票回购和现金分红向股东返还了2.03亿美元。
Dividend: The company declared a dividend of $0.50 per share, payable on April 24, 2024, to stockholders of record as of April 5, 2024.
股息：该公司宣布向截至2024年4月5日的登记股东派发每股0.50美元的股息，将于2024年4月24日支付。
Outlook: For the fourth quarter, the company anticipates revenue of $1.585 billion-$1.735 billion (vs. consensus of $1.65 billion) and adjusted EPS of $1.73-$1.83 (vs. street view of $1.73).
展望：该公司预计第四季度收入为15.85亿美元至17.35亿美元（市场预期为16.5亿美元），调整后的每股收益为17.3美元至1.83美元（街景为1.73美元）。
For FY24, NetApp currently sees adjusted EPS of $6.40-$6.50 vs. consensus of $6.15 (prior outlook $6.05-$6.25) and revenues of $6.185 billion-$6.335 billion vs. $6.23 billion estimate.
对于24财年，NetApp目前预计调整后的每股收益为6.40美元至6.50美元，而市场普遍预期为6.15美元（先前展望为6.05-6.25美元），收入为61.85亿美元至63.35亿美元，而预期为62.3亿美元。
Several analysts updated their coverage on NetApp following the earnings report:
财报发布后，几位分析师更新了对NetApp的报道：
Stifel maintained a Buy rating and raised the price target from $105 to $120.
Wedbush maintained a Neutral rating and increased the price target from $85 to $100.
TD Cowen reiterated the Outperform rating and boosted the price target from $100 to $120.
Evercore ISI Group kept In-Line rating and raised the price target.
Barclays maintained an Equal-Weight and raised the price target from $80 to $100.
JP Morgan analyst maintained NetApp with an Underweight and raised the price target from $87 to $95.
UBS analyst maintained NetApp with a Neutral and raised the price target from $93 to $96.
Stifel维持买入评级，并将目标股价从105美元上调至120美元。
Wedbush维持中性评级，并将目标股价从85美元上调至100美元。
道明考恩重申了跑赢大盘的评级，并将目标股价从100美元上调至120美元。
Evercore ISI集团维持在线评级，并提高了目标股价。
巴克莱维持同等权重，并将目标股价从80美元上调至100美元。
摩根大通分析师维持NetApp的减持，并将目标股价从87美元上调至95美元。
瑞银分析师维持NetApp的中性走势，并将目标股价从93美元上调至96美元。
Price Action: NTAP shares are up 23.11% at $109.72 on the last check Friday.
价格走势：在周五的最后一次支票中，NTAP股价上涨23.11％，至109.72美元。